The Job Analysis Report functionality in SapphireOne provides a comprehensive analysis of your Job Projects. This guide will teach you how to generate and interpret Job Analysis Reports for in-depth project evaluation. The steps are as follows:
- Navigation – Go to Job Projects > Job Projects > Report and then select the Job Analysis item. SapphireOne will display the Job Project Analysis Reports printer dialogue screen, allowing the user to make their selections and customise the report output as needed.
- Print Destination – From this drop down menu Printer is selected by default. However the user may also select Custom Report, Quick Report and Labels as required.
- Report Type – In the drop-down menu, Job Project Profit Month is selected by default. However, users currently have 11 additional options available to sort and customise the report according to their specific requirements.
- Report Sort Order – The drop-down menu defaults to By ID. Additional options include sorting By UDF 1, By UDF 2, or By Class, allowing users to organise the report as needed.
- Report Selection – This is a very important menu, as the user has access to a drop-down menu with two options: Open Project (default) and All Records.
- Additional Filtering options –The user will note a series of two drop-down menus that enable additional filtering and criteria for the report. From these menus, the user can select whether to include or exclude items from the report.
- Printing – To print the report, select the blue Print button. SapphireOne will take you to the print dialogue screen for your operating platform, either Windows or Mac. Choose your print options as you would normally for any printing operation.
For more detailed instructions, please refer to the Job Projects > Job Projects > Job Analysis Report article.